A QBR the client can use
Prepare a business review around decisions, evidence and follow-through, with a usable agenda and action record.
Guides, templates and tools for innovative MSPs
For everyone who works at an MSP, from the service desk to the owner. Free and ungated. Every item lists who it is for, what you take away and how long it takes. Pull what you need off the shelf.
In stockOct 2026
Field guides20
Working sheets19
CSV registers3
Free tools3
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Aisle 01 · Client relationships 3 items
Guide · 7 minOwner, Account management, Service manager→
Client onboarding after go-live: the first 90 days
Turn post-go-live findings into owned fixes, standards exceptions and an agreed client roadmap.
An account manager's client calendar
Keep renewals, licence checks, lifecycle dates and roadmap decisions in one owned calendar, while leaving approvals and relationship work with people.
Aisle 02 · Service delivery 2 items
A service manager's daily and weekly routine
Keep urgent work, blocked tickets and recurring service problems visible without spending all day in the queue.
Time tracking your techs can keep up with
Build a small, consistent time-entry habit that supports client and capacity reviews without turning entries into a scoreboard.
Aisle 03 · Standards and documentation 2 items
Write technical standards a team can use
Write testable standards with evidence, exceptions and support instructions, rather than a list of preferred products.
Evaluate a community script or GPO change before the lab
Turn a discovered script or policy suggestion into a reviewed provenance record, a bounded lab plan and an evidence-based accept or reject decision.
Aisle 04 · Capacity and economics 3 items
When to hire: check the capacity inputs first
Separate workload, availability, timing and skill coverage before treating aggregate hours as a hiring verdict.
Measure automation savings without double counting
Count distinct work, active human effort, exceptions and maintenance, then separate existing savings from a proposed scenario.
Review client profitability without fooling yourself
Reconcile revenue, labour and assigned costs before comparing effective hourly rates and assigned gross margin.
Aisle 05 · AI and automation 9 items
Can you automate it before you hire for it?
Test the repeatable work before opening a requisition, without confusing saved effort with judgment, coverage or a smaller payroll.
Choosing the first workflow to automate
Compare repeatable workflows by input quality, error cost and review burden before testing one small candidate.
AI at the service desk, with a person checking the work
Use AI for summaries and drafts with explicit review points, protected inputs and a correction-rate record that includes rejected output.
Roll out AI tools without handing over client secrets
Set prompt-data boundaries, check the exact account and tool documentation, and give staff an approved-use note with an owner and a stop route.
Pilot Microsoft 365 Copilot on a client-review preparation task
Turn a small authorized evidence pack into a checked client-review brief, with permission tests and an honest effort comparison.
Build a read-only Copilot Studio procedure finder
Design an authenticated knowledge agent that answers from a small approved procedure library and refuses unsupported or unauthorized requests.
Design a Rewst approval gate before a service-desk write
Build a dry-run request-to-approval workflow with verified organization context, duplicate controls and a separately gated write stage.
Use Claude to draft a procedure change review
Compare two fictional procedure revisions in a private, bounded draft workflow and produce a source-checked change note without rewriting policy automatically.
Draft a checked service-desk handoff with ChatGPT
Produce an evidence-linked handoff from fictional ticket notes while preserving failed fixes, unresolved status and human authority over replies and changes.
Aisle 06 · Security and standards 1 items
Secure your own MSP tools first
Review the access, integrations, alerts and recovery paths around your RMM, PSA and documentation systems, with a usable evidence sheet.
T / Free downloads
Tool shelf
T-01FREE
QBR Kit
Prep checklist, data pull list, agenda and meeting structure, an editable DOCX report and XLSX metrics/roadmap workbook, and a follow-up email.
ZIPDOCXXLSX
For Owner, Account management, Service manager
Contents & limits →T-02FREE
Client Profitability Review
Eight client columns for one period: assigned gross margin, effective hourly rates and scope signals. A two-client sample is also included.
ZIPXLSXPDF
For Owner, Account management, Service manager
Contents & limits →T-03FREE
Capacity Decision Lab
Compare current workload with an automation scenario. Separate existing from proposed savings, include exceptions and maintenance, and record an owned next step.
HTMLXLSX
For Owner, Service manager, Automation & AI, Tech lead
Contents & limits →W / Copy / Edit / Print
Working sheets
QBR agenda and decision record
Post-go-live 30/60/90 checklist
For Service manager, Tech lead, Account management, Service desk & technicians
Weekly service-manager review
For Service manager
Technical standard and exception fields
Time-entry standard and quality check
Hiring and capacity evidence note
For Owner, Service manager
Automation savings review note
For Owner, Tech lead, Automation & AI
Automate-before-hire decision note
Automation candidate and pilot sheet
For Automation & AI, Tech lead, Service manager, Service desk & technicians
Service-desk AI use-case and review record
For Service manager, Automation & AI, Service desk & technicians
AI approval sheet and staff-use note
MSP tooling access and recovery review
For Cybersecurity, Tech lead, Owner, Service desk & technicians
Client calendar and decision sheet
For Account management, Owner
Copilot preparation pilot worksheet
For Account management, Service desk & technicians, Service manager, Cybersecurity
Copilot Studio procedure finder design and test sheet
For Service desk & technicians, Automation & AI, Tech lead, Cybersecurity
Rewst approval and duplicate-control worksheet
For Automation & AI, Service manager, Tech lead, Service desk & technicians
Claude procedure change-review worksheet
For Tech lead, Service desk & technicians, Service manager, Automation & AI
ChatGPT handoff review worksheet
For Service desk & technicians, Service manager, Automation & AI
Script and GPO candidate review worksheet
For Service desk & technicians, Tech lead, Cybersecurity, Automation & AI
No items match this type and role. Choose Everything or Everyone.
R / Your starting point
Reading by role
Service desk & technicians
Close tickets cleanly, record the work properly and hand off without losing anything.
Owner
Before changing headcount or price, inspect the evidence.
Service manager
Make the daily desk and the next handoff easier to manage.
Tech lead
Turn repeat decisions into standards and testable changes.
Automation & AI
Find the repeatable work, test it safely and count what it really saves.
Cybersecurity
Prioritize real exposure and keep your own tools from becoming the incident.
Account management
Keep each client relationship tied to decisions, renewals and follow-through.